OUR DEDICATION

“A dedicated fiduciary that advocates for our clients’ best interests by maintaining objectivity and integrity that stands the test of time.”

Omega Investment Management

Mission and Values

Demonstrating our commitment through values.

Omega Investment Management

Vision

Fiduciary peace of mind and better financial outcomes for our clients.

Omega Investment Management

Mission

Provide Comprehensive and integrated advisory services that help plan sponsors meet and exceed their fiduciary responsibilities by providing them with the proper risk management solutions and independent objective advice.

Our Difference

Since our founding, Omega Investment Management has embraced one specific objective: to offer conflict-free consulting services to our valued clientele. We achieved this through:

Independence
We have no direct ownership of affiliation with any investment funds, recordkeeper or other service providers. Our advice is unbiased and crafted to meet each plan sponsors’ specific needs.

Client Partnerships
At Omega Investment Management, communication and confidentiality are the hallmarks behind everything we do, ensuring a proactive and prosperous working relationship. We engage with our clients on a regular basis and strive to exceed expectations.

Integrated Approach
We approach the needs of our clients with understanding and realize that in order to achieve complete satisfaction, multiple frames of reference are required prior to engaging our clients.

OUR DEDICATION
“A dedicated fiduciary that advocates for our clients’ best interests by maintaining objectivity and integrity that stands the test of time.”